Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie Eshelman is a financial advisor at AssuredPartners Investment Advisors. Connie has been in the financial industry since 2006 and has experience working with individual investors and small businesses. Connie specializes in financial planning, portfolio management, and retirement planning. Connie is registered with the state of Idaho and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Referrals to unaffiliated investment advisers, college planning
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Compensation related to referrals
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2
ID
07/31/2024 - Present
Assuredpartners Investment Advisors (Eagle ID)
IL
09/01/2017 - 08/02/2024
KESTRA INVESTMENT SERVICES, LLC (NASHVILLE IL)
ID
05/29/2012 - 09/18/2017
LPL FINANCIAL LLC (MERIDIAN ID)
ID
03/14/2006 - 06/01/2012
EDWARD JONES (MERIDIAN ID)
IA
Issued 07/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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